See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,998 | $56,199-5.7% | $67,652-21.7% | $59,632-11.1% |
| Participation rate | 75.4% | 71.5%+4.0pp | 75.7%-0.2pp | 68.7%+6.8pp |
| Annual return | 7.15% | 18505.31%-18498.2pp | 6625.04%-6617.9pp | 2041.28%-2034.1pp |
| Employer contribution / active EE | $1,652 | $1,614+2.3% | $2,266-27.1% | $2,203-25.0% |
| Participant deferral / active EE | $2,364 | $2,844-16.9% | $3,560-33.6% | $3,192-25.9% |
| Admin fee / account holder | $134 | $3,958-96.6% | $4,821-97.2% | $4,297-96.9% |